Sales keeps the business running, but who keeps the sales team running? The role of a sales manager is by no means an easy one. Whether you moved from rep to management or saw this as the ideal opportunity to move up the ladder, you know that managing a sales team is stressful. Just because … Read more
With Thanksgiving right around the corner, employees are heading home to see their relatives. It’s also a time for us all to take a second to look at the things we are thankful for, possibly eat a bit of turkey, and brace ourselves for the holiday season ahead. Are Manual Processes Replacing Gratefulness with Dread? … Read more
Monday, December 16, 2019 9:30 AM – 1:00 PM Register Here! Close out the year with Crestwood Associates! Spend the day with our Dynamics GP expert, Mary Lenehan, and go over everything you need to close the year out right. Hear the best practices for year-end closing, things to pay special attention to, common … Read more
Microsoft Dynamics Business Central comes with built-in light customer relationship management (CRM) capabilities as part of the Essentials license. Click here for a full overview of Dynamics 365 Business Central’s functionality. Dynamics 365 Business Central Essentials or Premium users have access to Campaign Management, Campaign Pricing, Contact Classification, Contact Management, Opportunity Management, Relationship Management, and … Read more
Thursday, December 12th, 2019 10:00 AM – 1:00 PM (CST) Register Here! Make Year-End a Breeze! If you can’t make it to one of our amazing live events (in Chicago, IL or Madison, WI) then join us for a webinar event! Close out the year with Crestwood Associates in this special 3-hour webinar. Mary … Read more
The sales process is incredibly important to your business—why are so many organizations leaving their sales teams with inadequate technology and tools they need to get the job done? Unfortunately, companies leave their sales team high and dry in a variety of steps in the sales process. It could be an issue getting from lead … Read more
Wednesday, December 18th, 2019 11:00 AM – 12:00 PM (CST) Register Here! Make Year-End a Breeze! Close out the year with Crestwood Associates! Join us for this special 1-hour webinar. Shawn Clark, our newest in-house Dynamics SL expert, will go over best practices, tips and tricks, and answer all your questions surrounding year-end for Dynamics … Read more
Friday, December 13, 2019 8:30 AM – 12:30 PM Register Here! Close out the year with Crestwood Associates! Spend the day with our Dynamics GP expert, Mary Lenehan, and go over everything you need to close the year out right. Hear the best practices for year-end closing, things to pay special attention to, common … Read more
In the latest release of Microsoft Dynamics 365 Business Central, a new feature was added to be able to select multiple items at once to add to a sales or purchase document. This eliminates the need to add items one-by-one and speeds up the process. Here’s How First, I like to check the default item … Read more
Hopefully by now, you’ve upgraded to Acumatica 2019 R2! Acumatica is routinely adding new features and improving on current functions. Below are three quick how-to videos for previously added functions; one is exporting Generic Inquiry Parameters to Excel and Pivot Tables, another is Landed Costs and finally GDPR Compliance for Acumatica. Stay tuned for more short … Read more
No matter how complex your organization is, business success has always relied on a simple concept: Sell products or services that make more money than you spend. No matter how many moving parts exist, how many currencies you operate in, or how complicated the sales process, it all comes down to a simple concept: Your … Read more
Microsoft Teams has many great collaboration features for sharing files. At times, you might receive one or more of the following issues, all regarding file locking. If you encounter one or more of these messages, try following the resolution steps below. Problem Messages in Teams: Other messages include warnings that you cannot delete or move … Read more
You are a savvy business owner; your business processes and ERP are backed up in the cloud. You’ve seen the statistics, heard the horror stories, and you’ve made the necessary steps to feel secure. But what does “in the cloud” really mean? How secure is your data really? Gray Market Cloud Spells Doom for One … Read more
SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at a common request for viewing vendor details within SmartList: displaying the 1099 detail information for a given period. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) This will show you how … Read more
Microsoft is set to update Tasks in Outlook on the web at the end of October, with the full rollout be completed by December 2019. What does this mean to you? Nothing really, just a new name, from “Tasks” to “To Do.” Personally, I’ve never used the Tasks feature to its fullest potential. I’ve added … Read more
If you work in accounts payable, you know that check runs can be a pain, and would welcome any ways to expedite the process of printing checks. Crestwood to the rescue! Did you know that in Acumatica, you can add a digital signature to checks before they print? Here’s how: Adding the Signature to the … Read more
Microsoft Dynamics 365 Business Central is still the new kid on the block, but is rapidly making waves. As more and more of our clients make the leap to this versatile and robust system, we have decided to publish a series of blogs on how to use Dynamics 365 Business Central. This post will detail … Read more
SmartList Designer Tips The next SmartList Designer tip is for the inventory module in Microsoft Dynamics GP. When you view the item master data view that comes out of the box, some fields like unit price and gross margin aren’t available to display as a column. This is because that data is stored in a … Read more
Microsoft just made an exciting announcement: the next release for Dynamics GP is dropping on October first of 2019, and will be called simply “Microsoft Dynamics GP.” You read that right! No year or version marker at the end. Dynamics GP has made the move to a “Modern Lifecycle Policy.” What is a Modern Lifecycle … Read more
Shipping options in Acumatica have been limited in the past, but now with Acumatica 2019 R2 and the integration with ShipEngine, you have your choice of over 20 different carriers. Think of ShipEngine as a carrier aggregator; whereas, in the past, you had your choice of FedEx, UPS (no ground options), and Stamps.com with limited … Read more
After modifying the SOP Blank Invoice format in Microsoft Dynamics GP, I received this error message: “We’re sorry. We can’t open SOP Blank Invoice Form because we found a problem with its contents.” Clicking “Details” provides additional errors: Microsoft Office cannot open this file because some parts are missing or invalid. Location: Part: /word/footer2.xml, Line: … Read more
So many things go into the process of getting paid. Even if the quoting, the negotiations, and invoicing went smoothly, the process of getting paid, allocating a payment to an invoice, and accounting for a transaction presents its own challenge. Following last month’s blog discussing the challenges that go into getting the collections process, we … Read more
On the precipice of the next release (be sure to register for your local roadshow here), we’ve decided to take a look back at the mobile app enhancements that users have access to. Acumatica continues to get even better, and here are just a few reasons why. Acumatica Version 2018 R1 Enhanced Addition of Dashboards … Read more
Both payees and accounting professionals love electronic funds transfer (EFT), and for good reason. It drastically reduces the time required to process payments, eliminates paper, and helps avoid fraud. There are three windows that must first be set up properly to be able to use the EFT/ACH feature in Microsoft Dynamics 365 Business Central: Company … Read more